See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,689 | $84,402-73.1% | $61,373-63.0% | $134,475-83.1% |
| Participation rate | 60.0% | 62.2%-2.2pp | 52.6%+7.4pp | 81.2%-21.2pp |
| Annual return | -20.30% | 584.55%-604.8pp | 338.61%-358.9pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,038 | $1,544-32.8% | $1,159-10.4% | $4,740-78.1% |
| Participant deferral / active EE | $4,178 | $2,819+48.2% | $2,125+96.6% | $6,400-34.7% |
| Admin fee / account holder | $2,512 | $2,585-2.8% | $2,130+18.0% | $11,426-78.0% |